COMPARE · Data as of August 24, 2026
LKQ vs ORLY
Verdict: Side-by-side breakdown using the Bull Rankings model. LKQ scored 60.5, ORLY scored 43.3 — LKQ leads.
Compare another set
LKQ
LKQ Corporation
60.5
$25.74 · $6.5B
fundamentals as of
Score gap
17.2
LKQ leads
ORLY
O'Reilly Automotive, Inc.
43.3
$90.68 · $73.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestLKQ14.3x
- Fastest growthORLY+8.5%
- Highest qualityORLY65 / 100
- Largest discount to fair valueLKQ-53%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
LKQ
stronger →← stronger
ORLY
65
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
50
69
Valuevaluation vs sector peers
25
LKQ and ORLY split the three pillars evenly.
Fundamentals, head-to-head
LKQ
ORLY
$625mC+
FCF
$2.2bB
+1.3%C
Rev
+8.5%B
0.82B
D/E
—
14.3xA-
P/E
28.3xC+
0.92B+
PEG
1.89C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LKQ
ORLY
53% below
Price vs fair valuelower is cheaper
19% above
~-8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
+83%
1-yr DCF upside
-25%
+114%
5-yr DCF upside
-16%
+169%
10-yr DCF upside
-1%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LKQ
Why this score
- Durable high returns
ORLY
Why this score
- Buying back stock
- Cyclical growth
The companies
LKQLKQ Corporation
Why now
Auto Parts · market cap $6.5b. Down 31% from 52-week high of $37.13 — deep drawdown territory. PEG 0.92 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $32.50 (implying +26% upside).
Moat
FCF converts 136% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
ORLYO'Reilly Automotive, Inc.
Why now
Auto Parts · market cap $73.4b. 17% off the 52-week high of $108.72. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $107.80 (implying +19% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. $73.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
ROE -144% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where LKQ and ORLY diverge
On the headline score the gap is 17.2 points in favor of LKQ. The widest single difference is Value, where LKQ leads by 43.7 points.
- ValueLKQ 68.6 · ORLY 24.9LKQ +43.7
- QualityLKQ 64.6 · ORLY 65.1level
- GrowthLKQ 50.0 · ORLY 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.